Recent Posts

Financial Planning for High-Net-Worth Business Owners in Canada

Surcon Mahoney Wealth Management

Six things that decide how much wealth you keep in Canada: the capital gains exemption, family trusts, estate tax at death, succession, and timing....

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How to Choose a Financial Advisor as a Business Owner in Canada

Surcon Mahoney Wealth Management

How to choose a financial advisor when you own an incorporated business in Canada. Verify credentials, compare fee models, and ask the right questions....

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How to Pay Off Dental School Debt in Canada

Surcon Mahoney Wealth Management

Canadian dental grad debt often comes from student loans and LOCs. Learn which debt to repay first, when to invest, and how loan forgiveness works...

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The Complete Guide to Buying a Dental Practice in Canada (2026)

Surcon Mahoney Wealth Management

This guide to buying a dental practice covers everything from knowing when you’re ready, how to purchase and everything in between...

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Planning for the family vacation property

BMO Private Wealth

Designing a succession plan for the future ownership of your family vacation property can be challenging, especially because these properties often hold tremendous sentimental and monetary value....

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ETFs vs Index Funds vs Mutual Funds in Canada: What’s the Difference?

ETFs vs index funds vs mutual funds in Canada: how fees, taxes, and structure differ, and which one makes sense for your portfolio. A plain-English guide...

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Passive Index Investing in Canada: Everything You Need to Know

Passive index investing is simple for a reason: low costs, broad diversification, and fewer bad decisions have historically beaten most attempts to outsmart the market....

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The risk of being hands-off with your wealth

In most partnerships, dividing responsibilities comes naturally, but when it comes to household finances, far too often one partner takes the reins while the other quietly steps back....

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How to navigate financial decisions when you’re grieving

The loss of a loved one can feel particularly cruel. While grief clouds the mind, making even simple decisions feel heavier than usual, it often marks the start of complex financial responsibilities that demand mental clarity....

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Checklist of 11 financial considerations before tying the knot

Navigating the complexities of wealth planning can be daunting enough when you’re single. Add someone else’s income to the equation along with their spending habits, money values, and goals, and planning becomes a lot more complicated....

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Empowering the next generation

For many families, getting kids to pitch in around the house – or convincing grandkids to look up from their phones – can feel like an uphill battle....

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Why financial planning is self-care

When you think of self-care, financial planning may not be the first thing that comes to mind. But it can be a vital part of your overall well-being. Like other self-care rituals, it’s easily neglected. ...

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A Practical Guide to TFSAs in 2026 | Use it the Right Way

Most Canadians treat their TFSA like a savings account. For business owners and professionals, that's a costly mistake. Here's what it can actually do....

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10 Best Investment Strategies & Tools for Canadians in 2026

The best investment strategies and tools for Canadians in 2026. TFSAs, asset allocation ETFs, dividend growth, REITs, and more. No jargon, just real tactics...

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How to Pay Yourself From Your Business in Canada (Sole Prop vs Corporation)

Learn how to pay yourself from your business in Canada. Whether you're a sole proprietor taking draws or incorporated and choosing between salary and dividends....

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